SAG
CWBC

SageView Advisory Group’s Community West Bancshares CWBC Stock Holding History

SageView Advisory Group’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
50,881
+24,636
+94% +$600K 0.04% 203
2026
Q1 		$612K Buy
+26,245
New +$614K 0.02% 317

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SageView Advisory Group's CWBC Position: Q2 2026 in Review

SageView Advisory Group increased its Community West Bancshares (CWBC) stake by 94% in Q2 2026, buying an estimated $600K and bringing the position to 50,881 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #203.

SageView Advisory Group first reported a position in CWBC in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • SageView Advisory Group held 50,881 shares of Community West Bancshares worth $1.37M as of Q2 2026.
  • SageView Advisory Group bought 24,636 Community West Bancshares shares in Q2 2026, an estimated $600K.
  • Community West Bancshares made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #203 holding.
  • SageView Advisory Group first reported a position in Community West Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.